AI & automation for independent real estate brokerages operators.
Independent brokerages and small teams operate in a market dominated by national brands with deep-pocketed tech budgets. The leverage for small operators isn't matching the big-brand stack — it's running tighter on the moments that matter: lead response speed, transaction coordination, and post-close client retention. Our work in this space is almost always about making the small team feel as responsive as the franchise without paying franchise fees.
The real estate operators we work with
- Independent brokerages with 5-50 agents
- Solo agents and small teams ($5-30M annual production)
- Property management companies adjacent to a brokerage
- Brokers wanting to operationalize a referral or repeat-client engine
The four highest-cost workflows in real estate
Three surgical tools that ship in weeks, not months
Sub-5-minute lead response autopilot
New lead from any source triggers an instant SMS + email + voicemail-drop, then routes to the agent's phone in under 60 seconds. Customer feels you the moment they're ready to talk.
- Time
- 2-3 weeks
- Price
- $1,500-$3,500
Transaction coordination automation
Standardized timeline triggers (inspection deadlines, appraisal, financing contingency) with automated reminders to all parties. TC focuses on the human moments; the system handles the dates.
- Time
- 3-5 weeks
- Price
- $3,000-$7,000
Past-client nurture engine
Anniversary touches, market-update emails, and referral-ask cadence run automatically from your past-client database. Agent stays top-of-mind without manual effort.
- Time
- 2-3 weeks
- Price
- $2,000-$4,500
We integrate — we don't replace
- Follow Up Boss, KW Command, or Chime (CRM)
- DocuSign or DotLoop (transaction)
- MLS-specific tools per market
- QuickBooks Online
- Mailchimp or Constant Contact (still common)
Common questions from real estate owners
- Will you replace Follow Up Boss or my brokerage CRM?
- No. We build around the CRM — most of the wins come from automation layers that sit on top of the CRM and handle the moments the CRM doesn't (sub-5-min response, post-close nurture, multi-channel touch).
- Do you work with both brokerages and solo agents?
- Yes. Solo agents typically need a single sharp tool; brokerages need multi-agent coordination + analytics layers. Different scope, similar engagement structure.
- Can you help with showings and tour scheduling?
- Yes — sub-5-minute scheduling automation is one of the easiest wins. Buyer self-schedules confirmed times against agent availability and other buyer slots.
- What about real estate transaction coordinator software?
- We build automation on top of existing TC tools or replace the spreadsheet-based TC process for smaller brokerages. Both paths are viable depending on how mature the existing process is.
Whatever fits your situation — pick one.
Drop a note about what's slowing your business down. We respond same-day to genuine inquiries.
Get in touch →30 minutes. We hear what's slowing your business down, and you walk away with a clear scope, timeline, and price for the website, AI employee, or custom system that fixes it.
Book the call →"AI Can Do It" — the 5-volume guide series and the indie AI playbook. The same thinking we apply in engagements, distilled for owners who want to start themselves.
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